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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,968 | $153,769-70.1% | $133,975-65.7% | $273,972-83.2% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.1%-37.1pp | 83.0%-33.0pp |
| Annual return | 9.70% | 36.51%-26.8pp | 29.29%-19.6pp | 41.46%-31.8pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,430 | $6,958-79.4% | $6,282-77.2% | $5,287-73.0% |
| Admin fee / account holder | $484 | $11,765-95.9% | $9,324-94.8% | $10,133-95.2% |